Truist Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Truist Financial’s Portfolio USVM Stock Details USVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.09M	Buy	49,253 +365	+0.7%	+$39.7K	0.01%	918
2026 Q2	$5.37M	Sell	48,888 -2,186	-4%	-$226K	0.01%	884
2026 Q1	$4.84M	Buy	51,074 +1,670	+3%	+$161K	0.01%	874
2025 Q4	$4.51M	Sell	49,404 -1,089	-2%	-$98.6K	0.01%	907
2025 Q3	$4.57M	Sell	50,493 -635	-1%	-$55.2K	0.01%	926
2025 Q2	$4.29M	Buy	+51,128	New	+$4.04M	0.01%	928

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Truist Financial's USVM Position: Q3 2026 in Review

Truist Financial increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 0.75% in Q3 2026, buying an estimated $39.7K and bringing the position to 49,253 shares worth $5.09M. The position accounts for 0.01% of the portfolio, ranked #918.

Truist Financial first reported a position in USVM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.37M in Q2 2026. 18 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Truist Financial held 49,253 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $5.09M as of Q3 2026.
Truist Financial bought 365 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $39.7K.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #918 holding.
Truist Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2025 and has held it in 6 quarters since.
Truist Financial's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $5.37M in Q2 2026.
18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.